Investors' Soapbox PM

Three Chip Stocks With Catalysts

MKM Partners likes Intel, Qualcomm and Broadcom.

Our framework analyses and due diligence continue to suggest that we won't see the sort of revenue snapback in broad-based semis that make the group as a whole appealing at current levels.

Money is clearly flowing into the (high-beta) group, on a combination of a "don't fight the Fed" mentality, lower-market volatility (our derivatives analyst Jim Strugger highlighted this last week), technical momentum...